Did you know that even though 74% of lenders use a third-party lead management or CRM tool, retention rates drop to 24% in the first two years? So, where’s the disconnect?

Too many CRMs desert in-house gift personalization and deployment because there are external vendors to compete with. At Top of Mind, we saw this as an opportunity and built the Surefire Retention Center, a gift-giving program directly in Surefire.

Are you ready to lessen your effort while increasing your business?